CLU — Chartered Life Underwriter
IntermediateActiveEstablished
- Issuer
- The American College of Financial Services
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Intermediate
- Exam fee
- $3,940 — verified 2026-09-27
Prerequisites & eligibility
Experience: 3 years in financial planning or related profession
Training: Four College courses
Renewal & maintenance
Valid for 2 years, 30 CE hours credits per cycle, $200 renewal fee. Renew by cpe.
Professional Recertification Program: 30 CE hours (incl. 1 ethics) every 2 years; annual fee USD 200 client-facing / USD 115 non-client-facing
Recognition
The long-standing US life-insurance planning designation.